The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 8,044 200,000 SH   SOLE   200,000 0 0
Agrium Inc. COM 008916108 6,328 70,700 SH   SOLE   70,700 0 0
Air Products & Chemicals, Inc. COM 009158106 14,034 110,000 SH   SOLE   110,000 0 0
Amphenol Corp. COM 032095101 20,516 402,600 SH   SOLE   402,600 0 0
Anadarko Petroleum Corp. COM 032511107 12,078 200,000 SH   SOLE   200,000 0 0
Arthur J. Gallagher & Company COM 363576109 6,414 155,366 SH   SOLE   155,366 0 0
Banner Corporation COM 06652V208 2,560 53,580 SH   SOLE   53,580 0 0
Bed Bath & Beyond, Inc. COM 075896100 5,702 100,000 SH   SOLE   100,000 0 0
Belmond, Ltd. - Class A COM G1154H107 2,301 227,613 SH   SOLE   227,613 0 0
Big Lots, Inc. COM 089302103 22,021 459,541 SH   SOLE   459,541 0 0
CACI International, Inc. COM 127190304 2,589 35,000 SH   SOLE   35,000 0 0
CVS Health Corp. COM 126650100 18,533 192,090 SH   SOLE   192,090 0 0
Charles River Laboratories Int COM 159864107 9,846 155,000 SH   SOLE   155,000 0 0
Check Point Software Technolog COM M22465104 28,955 365,000 SH   SOLE   365,000 0 0
Checkpoint Systems, Inc. COM 162825103 3,824 527,434 SH   SOLE   527,434 0 0
DeVry Education Group Inc. COM 251893103 12,058 443,150 SH   SOLE   443,150 0 0
EOG Resources, Inc. COM 26875P101 25,116 345,000 SH   SOLE   345,000 0 0
Express, Inc. COM 30219E103 3,417 191,217 SH   SOLE   191,217 0 0
FEI Company COM 30241L109 25,153 344,371 SH   SOLE   344,371 0 0
FMC Corp. COM 302491303 12,886 380,000 SH   SOLE   380,000 0 0
FedEx Corp. COM 31428X106 17,638 122,500 SH   SOLE   122,500 0 0
Gilead Sciences Inc. COM 375558103 9,328 95,000 SH   SOLE   95,000 0 0
IPG Photonics Corp. COM 44980X109 22,316 293,749 SH   SOLE   293,749 0 0
Interpublic Group of Companies COM 460690100 17,425 910,857 SH   SOLE   910,857 0 0
MasterCard, Inc. - Class A COM 57636Q104 31,993 355,000 SH   SOLE   355,000 0 0
Mohawk Industries, Inc. COM 608190104 2,909 16,000 SH   SOLE   16,000 0 0
Nordson Corp. COM 655663102 5,821 92,491 SH   SOLE   92,491 0 0
PTC Inc. COM 69370C100 34,368 1,082,804 SH   SOLE   1,082,804 0 0
Precision Castparts Corp. COM 740189105 40,706 177,205 SH   SOLE   177,205 0 0
Radian Group, Inc. COM 750236101 10,469 657,989 SH   SOLE   657,989 0 0
Rockwell Collins, Inc. COM 774341101 8,184 100,000 SH   SOLE   100,000 0 0
Rofin-Sinar Technologies, Inc. COM 775043102 3,904 150,553 SH   SOLE   150,553 0 0
Rogers Corp. COM 775133101 12,548 235,953 SH   SOLE   235,953 0 0
Ross Stores, Inc. COM 778296103 22,296 460,000 SH   SOLE   460,000 0 0
Seaworld Entertainment, Inc. COM 81282V100 2,761 155,000 SH   SOLE   155,000 0 0
Stone Energy Corp. COM 861642106 1,615 325,541 SH   SOLE   325,541 0 0
Synopsys, Inc. COM 871607107 51,592 1,117,204 SH   SOLE   1,117,204 0 0
Teradata Corp. COM 88076W103 7,901 272,840 SH   SOLE   272,840 0 0
Time Warner, Inc. COM 887317303 15,812 230,000 SH   SOLE   230,000 0 0
United Rentals, Inc. COM 911363109 15,937 265,400 SH   SOLE   265,400 0 0
Universal Health Services, Inc COM 913903100 85,544 685,391 SH   SOLE   685,391 0 0
Varian Medical Systems, Inc. COM 92220P105 20,474 277,500 SH   SOLE   277,500 0 0
Willis Group Holdings plc COM G96666105 36,402 888,498 SH   SOLE   888,498 0 0
Yadkin Financial Corp. COM 984305102 1,956 91,026 SH   SOLE   91,026 0 0
Zebra Technologies Corp. - Cla COM 989207105 15,884 207,500 SH   SOLE   207,500 0 0